Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,776 | $104,479-67.7% | $159,474-78.8% | $79,391-57.5% |
| Participation rate | 53.6% | 76.6%-23.1pp | 82.8%-29.3pp | 70.7%-17.1pp |
| Annual return | 23.91% | 67.98%-44.1pp | 263.68%-239.8pp | 116.88%-93.0pp |
| Employer contribution / active EE | $2,446 | $3,417-28.4% | $4,831-49.4% | $2,428+0.7% |
| Participant deferral / active EE | $3,849 | $6,468-40.5% | $7,353-47.7% | $4,046-4.9% |
| Admin fee / account holder | $4,537 | $711+537.8% | $10,802-58.0% | $627+624.1% |